morning brief · 2026-06-30← 2026-06-292026-07-01 →

📊 30 Jun 2026 (Tue) — Daily Brief

Generated 2026-06-30 19:20 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: hotcopper · asxdotcom · 38 watchlist match(es) · 10 price-sensitive

  • AT4 — Underwriting of AT4N Options expiring 30 June 2026 · AT4 · link (only seen on asxdotcom)
  • AYA — Becoming a substantial holder · AYA · link (only seen on asxdotcom)
  • IMU — First Complete Response in Concurrent BTKi azer-cel Cohort · IMU · link (only seen on asxdotcom)
  • EVR — Channel Samples Highlight High-Grade Antimony up to 25.20% · EVR · link (only seen on asxdotcom)
  • IMI — Cangai Project Update · IMI · link (only seen on asxdotcom)
  • GCM — GCM Signs Binding JDA with ALVC · GCM · link (only seen on asxdotcom)
  • BUX — Copper Wolf Asset Sale Completed · BUX · link (only seen on asxdotcom)
  • OR3 — Accelerating Coolgardie Lithium Activity · OR3 · link (only seen on asxdotcom)
  • MSB — Becoming a substantial holder · MSB · link (only seen on asxdotcom)
  • GA8 — Advancing Mine Planning Ahead at Mt Stirling · GA8 · link (only seen on asxdotcom)

⚠️ Source disagreement (verify these)

Tickers seen on one source but not the other(s). If a source consistently has fewer matches over multiple days, its parser may need updating.

  • Only on asxdotcom: AR3, ARU, AT4, AYA, BOA, BSR, BUX, EVR, G50, GA8, GCM, GMN, GT1, HVY, IMI, IMU, MSB, MTM, NUZ, NVX, OR3, PLS, SLM, WC8

📊 Per-source counts

  • hotcopper: 91 total, 11 watchlist match(es)
  • asxdotcom: 902 total, 38 watchlist match(es)

⏭️ Non-sensitive announcements (watchlist)

28 announcement(s) across 21 ticker(s): AR3, ARU, AT4, AW1, BC8, BOA, BSR, G50, GA8, GBR, GMN, GT1, HVY, LOT, MTM, NUZ, NVX, ODE, PLS, SLM, WC8

📊 Volume × Flow (yesterday's session vs T-3 broker tape)

Volume: yfinance (2026-06-29) · Flow: Market Lens (live, 2026-06-25)

🏦 Institutional flow spikes (acceleration, not presence)

Resource + investment-bank net flow on 2026-06-26 (T-3) vs each name's own trailing baseline · 0 spike(s) out of 3 institutional name(s).

No institutional flow spikes this session.

⭐ Tier 1 — confluence + catalyst

  • AT4 · Underwriting of AT4N Options expiring 30 June 2026
    • 📉 Momentum: DOWNTREND · 5d +2.7% · 20d -35.6% · 83% off high · RSI 20
    • rule: resource-specialist flow 0.56 + price-sensitive announcement
    • 5d broker flow — inst $+289,754, retail $+546,656, mm $+18,421
    • net +$119,000, buy ratio 100% (2026-06-25)
    • price-sensitive announcement: Underwriting of AT4N Options expiring 30 June 2026
  • EVR · Channel Samples Highlight High-Grade Antimony up to 25.20%
    • rule: cross-group flow: resource 0.41 banks 2.06 + price-sensitive announcement
    • 5d broker flow — inst $+67,709, retail $+121,734, mm $+2,324
    • net +$10,131, buy ratio 100% (2026-06-25)
    • price-sensitive announcement: Channel Samples Highlight High-Grade Antimony up to 25.20%
  • GA8 · Advancing Mine Planning Ahead at Mt Stirling
    • rule: cross-group flow: resource 0.23 banks 0.47 + price-sensitive announcement
    • 5d broker flow — inst $+47,647, retail $+85,614, mm $+5,656
    • price-sensitive announcement: Advancing Mine Planning Ahead at Mt Stirling
  • OR3 · Accelerating Coolgardie Lithium Activity
    • rule: cross-group flow: resource 0.31 banks 1.14 + price-sensitive announcement
    • 5d broker flow — inst $+136,035, retail $+0, mm $+16,951
    • price-sensitive announcement: Accelerating Coolgardie Lithium Activity

🏦 Institutional confluence (pre-positioning)

  • +22 steady institutional name(s) (no flow spike): ALR, AON, AR3, ATT, AW1, BMM, CPN, DEV, EIQ, EMT, GRR, KLI, KRR, MTM, NEU, OD6, ODE, RNU, TLG, TOR, VMM, WIN

🎯 Resource-specialist flow

  • +24 steady institutional name(s) (no flow spike): ABX, ACW, ATV, BOA, BRN, CBE, EXR, FDR, G50, GL1, GT1, LKY, LNQ, LRV, MNE, PNN, QPM, RAP, SLM, SNM, SNX, TM1, WA1, WC8

🏦 Investment-bank flow

  • +50 steady institutional name(s) (no flow spike): 4DX, AAJ, AAU, AEE, ARR, BM8, BUX, CBA, CRR, CTO, CU2, CUV, CXO, DRE, DTR, ECL, EGR, EMV, EYE, GAL, GCM, GNM, ILA, IMU, KAR, KTA, LKE, LSR, LYC, MAY, MGU, MML, MRD, MSB, NVU, NXT, ONE, PEN, PR1, QEM, REE, RNX, SGA, SLS, SPD, T3D, TMX, WBT, WC1, ZMI

🛒 Retail-only flow

  • CPO
    • rule: retail flow 1.56
    • 5d broker flow — inst $+0, retail $+25,638, mm $+0
  • FMG
    • 📉 Momentum: DOWNTREND · 5d -0.4% · 20d -12.5% · 15% off high · RSI 47 · 2d up
    • rule: retail flow 0.27
    • 5d broker flow — inst $+1,515,409, retail $+34,362,049, mm $+5,851,872
    • net +$765,836, buy ratio 78% (2026-06-25)
  • HVY
    • rule: retail flow 4.18
    • 5d broker flow — inst $+0, retail $+45,023, mm $+725
  • MEM
    • 〰️ Momentum: NEUTRAL · 5d +0.0% · 20d +20.0% · 25% off high · RSI 56
    • rule: retail flow 7.99
    • 5d broker flow — inst $-2,400, retail $+131,182, mm $+0
    • yesterday vol 2.6× avg ($53,986 $-vol)
  • NVX
    • 📉 Momentum: DOWNTREND · 5d -12.1% · 20d -43.1% · 86% off high · RSI 21
    • rule: retail flow 3.77
    • 5d broker flow — inst $+0, retail $+1,895,485, mm $+4,988
    • yesterday vol 1.9× avg ($975,859 $-vol)
  • OM1
    • rule: retail flow 0.88
    • 5d broker flow — inst $+0, retail $+35,921, mm $+0
  • PLS
    • 📉 Momentum: DOWNTREND · 5d -8.1% · 20d -21.4% · 25% off high · RSI 37 · 1d up
    • rule: retail flow 0.17
    • 5d broker flow — inst $+4,488,892, retail $+34,422,231, mm $+3,684,022
  • RCM
    • 📉 Momentum: DOWNTREND · 5d -6.2% · 20d -28.6% · 66% off high · RSI 40
    • rule: retail flow 1.89
    • 5d broker flow — inst $-1,600, retail $+334,564, mm $+1,901
  • RMX
    • rule: retail flow 0.35
    • 5d broker flow — inst $-791, retail $+9,720, mm $+10,294
  • SQX
    • 📉 Momentum: DOWNTREND · 5d -15.0% · 20d -23.9% · 78% off high · RSI 22
    • rule: retail flow 2.78
    • 5d broker flow — inst $+0, retail $+33,731, mm $+1,800
    • yesterday vol 4.9× avg ($53,751 $-vol)
  • SYR
    • ↘️ Momentum: PULLBACK · 5d -16.0% · 20d +6.1% · 80% off high · RSI 44
    • rule: retail flow 0.88
    • 5d broker flow — inst $+28,303, retail $+827,331, mm $+4,696
  • VPR
    • rule: retail flow 2.29
    • 5d broker flow — inst $+0, retail $+6,360, mm $+1,271

🔊 Market-maker-only flow (no institutional participation)

  • DYM
    • rule: market-maker flow 0.35
    • 5d broker flow — inst $+0, retail $+0, mm $+2,724
  • SER
    • 📉 Momentum: DOWNTREND · 5d -27.3% · 20d -29.4% · 57% off high · RSI 43
    • rule: market-maker flow 0.21
    • 5d broker flow — inst $+0, retail $+0, mm $+1,705
    • yesterday vol 5.1× avg ($33,957 $-vol)
  • XPN
    • rule: market-maker flow 0.26
    • 5d broker flow — inst $+0, retail $+0, mm $+1,953

❓ Below thresholds

  • AGY
    • 📉 Momentum: DOWNTREND · 5d -14.8% · 20d -35.2% · 63% off high · RSI 33
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+25,311, retail $+74,207, mm $+5,071
    • yesterday vol 3.1× avg ($460,521 $-vol)
  • AIS
    • 📉 Momentum: DOWNTREND · 5d -11.2% · 20d -11.2% · 47% off high · RSI 43 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+773,367, retail $+3,790,228, mm $+27,985
    • net +$289,028, buy ratio 75% (2026-06-25)
  • ALM
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+4,336, retail $+74,186, mm $+2,968
  • APC
    • rule: no volume baseline available
    • 5d broker flow — inst $+2,967, retail $+0, mm $+0
    • net +$1,383, buy ratio 100% (2026-06-25)
  • APX
    • 📉 Momentum: DOWNTREND · 5d -6.4% · 20d -18.2% · 50% off high · RSI 30 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+647,454, retail $+1,746,417, mm $+0
  • AR9
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+20,986, retail $+106,073, mm $+3,858
  • ARU
    • 📉 Momentum: DOWNTREND · 5d -11.3% · 20d -11.3% · 51% off high · RSI 38
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+1,996,580, retail $+7,895,081, mm $+1,359,589
    • net +$59,934, buy ratio 61% (2026-06-25)
  • ASN
    • 📉 Momentum: DOWNTREND · 5d -12.5% · 20d -22.2% · 65% off high · RSI 30
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+42,994, retail $+290,423, mm $+33,177
  • AYA · Becoming a substantial holder
    • 📈 Momentum: BREAKOUT · 5d +3.1% · 20d +7.5% · 0% off high · RSI 67 · 1d up
    • rule: no volume baseline available
    • 5d broker flow — inst $+0, retail $+430,524, mm $+0
    • price-sensitive announcement: Becoming a substantial holder
  • BC8
    • 📉 Momentum: DOWNTREND · 5d -13.7% · 20d -20.4% · 42% off high · RSI 40
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+264,491, retail $+537,316, mm $+7,601
    • net +$7,394, buy ratio 100% (2026-06-25)
  • BUS
    • rule: no volume baseline available
    • 5d broker flow — inst $+13,261, retail $+0, mm $+2,451
  • CDR
    • rule: no volume baseline available
    • 5d broker flow — inst $+0, retail $+3,788, mm $+1,663
  • CNJ
    • rule: flow below classification thresholds
    • 5d broker flow — inst $-2,973, retail $+0, mm $+0
  • CUF
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+37,086, retail $+259,528, mm $+2,432
  • CY5
    • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -12.0% · 56% off high · RSI 40
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+22,746, retail $+276,799, mm $+475,846
  • DM1
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+2,520, retail $+2,520, mm $+7,899
  • DRO
    • 📉 Momentum: DOWNTREND · 5d -12.1% · 20d -31.3% · 65% off high · RSI 27 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+4,585,122, retail $+3,358,365, mm $+1,822,595
  • GDM
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+554, retail $+554, mm $+0
    • net +$554, buy ratio 100% (2026-06-25)
  • GED
    • rule: no volume baseline available
    • 5d broker flow — inst $+18,355, retail $+1,075, mm $+0
  • GTI
    • rule: no volume baseline available
    • 5d broker flow — inst $+35,324, retail $+48,493, mm $+0
    • net +$30,562, buy ratio 100% (2026-06-25)
  • HLS
    • 〰️ Momentum: NEUTRAL · 5d +4.0% · 20d +14.7% · 62% off high · RSI 67 · 3d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+284,013, retail $+1,126,620, mm $+5,561
    • net +$38,528, buy ratio 69% (2026-06-25)
  • IMI · Cangai Project Update
    • rule: no volume baseline available
    • 5d broker flow — inst $+25,016, retail $+3,969, mm $+5,327
    • price-sensitive announcement: Cangai Project Update
  • IOV
    • 📈 Momentum: BREAKOUT · 5d +20.9% · 20d +58.8% · 2% off high · RSI 70
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+9,410, retail $+66,769, mm $+0
    • yesterday vol 2.0× avg ($132,339 $-vol)
  • ITM
    • rule: no volume baseline available
    • 5d broker flow — inst $+0, retail $+37,108, mm $+662
  • IVZ
    • 📉 Momentum: DOWNTREND · 5d -7.1% · 20d -33.3% · 80% off high · RSI 15
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+34,513, retail $+228,590, mm $+7,049
    • net +$1,322, buy ratio 100% (2026-06-25)
  • LAC
    • rule: no volume baseline available
    • 5d broker flow — inst $+38,859, retail $+0, mm $+0
  • LIN
    • ↗️ Momentum: UPTREND · 5d +8.0% · 20d +25.0% · 5% off high · RSI 70 · 2d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+1,982,546, retail $+3,103,079, mm $+27,019
    • net +$90,329, buy ratio 67% (2026-06-25)
  • LRD
    • rule: no volume baseline available
    • 5d broker flow — inst $+19,205, retail $+7,681, mm $+0
  • LTR
    • 📉 Momentum: DOWNTREND · 5d -12.6% · 20d -31.4% · 37% off high · RSI 34
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+1,820,439, retail $+18,791,927, mm $+6,166,246
    • yesterday vol 1.5× avg ($61,879,264 $-vol)
    • net +$1,130,412, buy ratio 85% (2026-06-25)
  • MQR
    • rule: no volume baseline available
    • 5d broker flow — inst $+40,936, retail $+78,813, mm $+1,326
    • net +$27,172, buy ratio 100% (2026-06-25)
  • NC6
    • rule: no volume baseline available
    • 5d broker flow — inst $+21,772, retail $+21,772, mm $+865
  • NUZ
    • 🌱 Momentum: COILED · 5d -3.3% · 20d -4.8% · 65% off high · RSI 41 · 1d up
    • rule: flow below classification thresholds
    • yesterday vol 2.0× avg ($116,217 $-vol)
  • NWM
    • rule: no volume baseline available
    • 5d broker flow — inst $-136,972, retail $+0, mm $+2,001
  • OKJ
    • rule: no volume baseline available
    • 5d broker flow — inst $+8,416, retail $+0, mm $+0
  • PDN
    • 📉 Momentum: DOWNTREND · 5d -4.2% · 20d -16.8% · 35% off high · RSI 42 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+5,406,893, retail $+2,408,184, mm $+6,262,186
    • net +$1,315,458, buy ratio 68% (2026-06-25)
  • QXR
    • rule: no volume baseline available
    • 5d broker flow — inst $-788, retail $-788, mm $+0
  • RCL
    • rule: no volume baseline available
    • 5d broker flow — inst $+0, retail $+0, mm $+777
  • RDS
    • rule: no volume baseline available
    • 5d broker flow — inst $+5,005, retail $-85, mm $+0
  • RIE
    • rule: no volume baseline available
    • 5d broker flow — inst $+0, retail $-735, mm $+0
  • RML
    • 📉 Momentum: DOWNTREND · 5d -2.3% · 20d -15.7% · 63% off high · RSI 46 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+89,141, retail $+283,349, mm $+107,523
  • SGQ
    • 📉 Momentum: DOWNTREND · 5d -6.2% · 20d -24.2% · 45% off high · RSI 31
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+38,416, retail $+3,150,585, mm $+9,816
  • SRN
    • rule: no volume baseline available
    • 5d broker flow — inst $+13,096, retail $+0, mm $+0
  • ZEU
    • rule: no volume baseline available
    • 5d broker flow — inst $+6,000, retail $+4,875, mm $+0

🎯 Specific-broker streaks (history-backed)

  • LTR — Resource specialists net buy 11 session(s) running, +$6,484,459 cumulative
  • LYC — Resource specialists net buy 10 session(s) running, +$11,780,790 cumulative
  • CXO — Resource specialists net buy 8 session(s) running, +$5,206,884 cumulative
  • PLS — Argonaut net buy 7 session(s) running, +$1,750,000 cumulative
  • BRN — Bell Potter net buy 7 session(s) running, +$350,000 cumulative
  • NWM — Morgan Stanley net sell 7 session(s) running, -$1,050,000 cumulative
  • FMG — Resource specialists net buy 7 session(s) running, +$8,607,351 cumulative
  • VMM — Resource specialists net buy 7 session(s) running, +$2,040,470 cumulative
  • KRR — Resource specialists net buy 6 session(s) running, +$780,390 cumulative
  • PLS — Resource specialists net buy 6 session(s) running, +$3,406,074 cumulative

Scanned 181 tickers · 22 spike(s) · 90 filtered (low $-vol) · 2 yfinance error(s)